BRSDX Mutual Fund

BRSDX Mutual Fund (MFS Blended Research Small Cap Equity Fund Class A) is managed by MFS Investment Management with $43.3M in net assets. BRSDX expense ratio is 0.99%, holding 191 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-09-15.

BRSDX performance shows a YTD return of 13.81%. The 1-year return is 25.42% and the 5-year return is 5.33%. BRSDX dividend yield stands at 5.68%, paid annually.

BRSDX top holdings include Formfactor, Inc. (2.1%), Myrgroupinc. (1.8%), Advanced Energy Industries Inc. (1.6%), Umb Financial Corp. (1.6%), Corsair Gaming Inc (1.5%). Go to all BRSDX holdings, BRSDX sectors, or BRSDX dividends.

BRSDX can be compared against other funds. Use BRSDX overlap to find shared positions, or BRSDX vs another fund for a side-by-side view. BRSDX alternatives are available via the screener, along with tax-loss harvesting opportunities.